Add productivity targets

Step 1: Staff Settings

Staff capacity refers to the daily availability in hours for each staff member and their target billable percentage for the week. For example, Chloe works 35 hours a week and has a target of 80%. This means she is expected to record 28 billable hours every week to meet her target.

Key Learning Points

To track staff productivity in the firm, add staff capacity settings.

To monitor non billable time, you have to create internal jobs. You will learn about internal jobs in the next section about Job Settings.

Tips & Tricks

Once you start working in the application, you may want to adjust the target percentages to ensure that you are setting realistic expectations.

Staff members can use the Productivity chart in the Dashboard to track their weekly productivity.

You can use the Productivity Dashboard in the Reports menu to track overall productivity in your firm.

What should I do now?

If you are planning to track staff productivity in your firm, then enter the capacity settings for all staff members now, then continue to Step 2: Job Settings.